Gazelle Summe is a CFP-designated registered investment advisor at Bbr Partners, LLC, based in San Francisco, CA, with 11 years of industry experience. Gazelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management. Their firm serves 245 clients with $36B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 0.65% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.50% |
Fees for balances over $100 million are customized. Fees may vary based on asset size, client circumstances, and account complexity. The firm enforces a $325,000 minimum annual fee associated with its $50 million account minimum.
Fee Estimator
Location
255 California Street, Suite 500, San Francisco, CA, 94111
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Bbr Partners, LLC
Previous Registrations
Bessemer Investor Services, INC.Broker
Foreside Funds Distributors LLCBroker
Wentworth, Hauser and Violich, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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